Cl Wealth Management LLC

Cl Wealth Management LLC (CRD# 134922) is a financial advisory firm headquartered in New York, NY. They manage $129,486,079 in 1,082 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    1,082
    ACCOUNTS
  • Average Account Value
    $119,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IA, IL, MA, MD, MN, NH, NJ, NY, PA, RI, TX, VA, WI, WV

Financial Advisors at Cl Wealth Management LLC
Showing 1 - 10 of 50 top financial advisors.
1
Lamindy C. Brandon-Joseph
CRD#: 2591953
60 Broad Street, Suite 3402, New York, NY 10004
96
Wealthminder
score

Lamindy Brandon-Joseph (CRD# 2591953) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 12 years of experience in the finance industry. Lamindy Brandon-Joseph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael R. Cavaliere
CRD#: 4557386
60 Broad Street, Suite 3402, New York, NY 10004
96
Wealthminder
score

Michael Cavaliere (CRD# 4557386) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 15 years of experience in the finance industry.

3
Warren R. Goodroad
CRD#: 1893814
60 Broad Street, Suite 3402, New York, NY 10004
96
Wealthminder
score

Warren Goodroad (CRD# 1893814) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 29 years of experience in the finance industry. Warren Goodroad has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Lambert B. Hermelink
CRD#: 243918
60 Broad Street, Suite 3402, New York, NY 10004
96
Wealthminder
score

Lambert Hermelink (CRD# 243918) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 23 years of experience in the finance industry.

5
Robb T. Belschner
CRD#: 2396429
60 Broad Street, Suite 3402, New York, NY 10004
93
Wealthminder
score

Robb Belschner (CRD# 2396429) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 23 years of experience in the finance industry.

6
William R. Bessette
CRD#: 2078999
60 Broad Street, Suite 3402, New York, NY 10004
93
Wealthminder
score

William Bessette (CRD# 2078999) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 26 years of experience in the finance industry.

7
Peter E. Bianchetto
CRD#: 2799192
60 Broad Street, Suite 3402, New York, NY 10004
93
Wealthminder
score

Peter Bianchetto (CRD# 2799192) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 21 years of experience in the finance industry.

8
Tatyana M. Bunich
CRD#: 2288860
Baltimore, MD
93
Wealthminder
score

Tatyana Bunich (CRD# 2288860) is an Investment Advisor Representative working at Cl Wealth Management LLC in Baltimore, MD and has over 23 years of experience in the finance industry.

9
Howard Davis
CRD#: 1782118
60 Broad Street, Suite 3402, New York, NY 10004
93
Wealthminder
score

Howard Davis (CRD# 1782118) is an Investment Advisor Representative working at Cl Wealth Management LLC in New York, NY and has over 29 years of experience in the finance industry.

10
Michael K. Deluz
CRD#: 2526894
Huntington Beach, CA
93
Wealthminder
score

Michael Deluz (CRD# 2526894) is an Investment Advisor Representative working at Cl Wealth Management LLC in Huntington Beach, CA and has over 23 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.